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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

379 hedge funds and large institutions have $2.58B invested in Schwab US Large-Cap Value ETF in 2018 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 161 increasing their positions, 89 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
+70
Holders Change %
+22.65%
% of All Funds
8.46%
Holding in Top 10
49
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+63.33%
% of All Funds
1.09%
New
103
Increased
161
Reduced
89
Closed
31
Calls
$222K
Puts
–
Net Calls
+$222K
Net Calls Change
-$109K

Top Buyers

1
Betterment LLC
Betterment LLC
New York
+$73.8M
2
SEI Investments
SEI Investments
Pennsylvania
+$67.1M
3
Bank of America
Bank of America
North Carolina
+$15.1M
4
GWS
Glassman Wealth Services
Virginia
+$14.3M
5
PP
PagnatoKarp Partners
Virginia
+$14.2M

Top Sellers

1
G
Gainplan
Michigan
-$30M
2
CWM
Cornerstone Wealth Management
Missouri
-$9.7M
3
PEA
Pacific Edge Advisors
California
-$6.12M
4
RAG
Roof Advisory Group
Pennsylvania
-$3.97M
5
UCFA
United Capital Financial Advisors
Texas
-$3.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
GG
251
GenWealth Group
New Jersey
$325K – – –
RCM
252
Radnor Capital Management
Pennsylvania
$321K – – –
DCM
253
Donaldson Capital Management
Indiana
$320K -$326K -19,812 -50%
LNC
254
Lincoln National Corp
Pennsylvania
$316K -$57.6K -3,507 -15%
PS
255
Portfolio Solutions
Michigan
$314K – – –
VCP
256
Vista Capital Partners
Oregon
$309K +$2.9K +177 +0.9%
CDIA
257
Capital Directions Investment Advisors
Georgia
$308K – – –
BL
258
BFSG LLC
California
$306K +$306K +18,648 New
SG
259
StoneX Group
New York
$300K +$5.86K +357 +2%
CFGS
260
Concourse Financial Group Securities
Alabama
$291K +$143K +8,712 +96%
SBIA
261
Sheaff Brock Investment Advisors
Indiana
$287K +$9.85K +600 +4%
AWM
262
Avior Wealth Management
Nebraska
$287K +$30.4K +1,857 +12%
WIA
263
World Investment Advisors
California
$287K +$287K +16,032 New
Manulife (Manufacturers Life Insurance)
264
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$284K -$1.35M -82,278 -83%
TWA
265
TCI Wealth Advisors
Arizona
$282K +$8.19K +498 +3%
CAPTRUST Financial Advisors
266
CAPTRUST Financial Advisors
North Carolina
$279K -$4.18K -255 -1%
EWM
267
Empirical Wealth Management
Washington
$276K +$60K +3,651 +28%
IF
268
IRON Financial
Illinois
$275K +$4.09K +249 +2%
RC
269
Roundview Capital
New Jersey
$273K -$5.18K -315 -2%
LIM
270
Leavell Investment Management
Alabama
$272K +$272K +16,581 New
NFG
271
Nations Financial Group
Iowa
$271K +$39.1K +2,379 +17%
AWA
272
Acorn Wealth Advisors
Michigan
$270K +$20.6K +1,224 +8%
ASN
273
Advisory Services Network
Georgia
$267K -$111K -6,741 -29%
CWM
274
Chesapeake Wealth Management
Virginia
$260K -$4.43K -270 -2%
APG
275
Abacus Planning Group
South Carolina
$258K -$295 -18 -0.1%
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